Insight Wealth Strategies’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $271K | Sell |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $358K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $286K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $201K | Buy |
|